Paul Embree is a financial advisor with Embree Financial Group in Chicago, IL, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has worked at LPL Financial Corporation since 2009 and has been associated with Waterstone Financial Group and Moody Investment Advisors, Inc. since the early 2000s and 1990s, respectively. Embree Financial Group provides holistic financial planning, discretionary investment management, and retirement plan consulting to individuals and institutions, including high net worth clients and corporate entities. The firm manages assets through a fiduciary approach using fundamental, technical, and cyclical analysis, and offers customized reporting and fee arrangements.

James Veers is a CFP® and CFA® credentialed advisor with two years of industry experience. He currently works at Studio Investment Management and previously held roles at Great Lakes Advisors and Lombardia Capital Partners. Studio Investment Management serves individuals, trusts, retirement plans, partnerships, government entities, and other legal entities, offering discretionary portfolio management, financial planning, and investment consulting. The firm emphasizes a value-minded, long-term investment approach using individual securities and funds, tailoring portfolios to client guidelines while considering total client costs.

Bradley Cohen is a financial advisor at North Star Investment Management Corporation with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been with North Star since 2006, previously working at Mid Atlantic Capital Corporation from 2016 to 2018. Cohen is a 20% owner of North Star Financial Services, a holding company. North Star Investment Management Corporation serves a diverse client base including individuals, pension plans, trusts, charitable organizations, and corporations. The firm offers discretionary portfolio management, financial planning, and family office services, managing approximately $2.5 billion in assets and frequently incorporates its affiliated mutual funds into client portfolios.

John Postel III is a financial advisor at Cohen Capital with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Raymond James & Associates and JPMorgan Chase. He is also a licensed insurance professional in a non-investment capacity. Cohen Capital is an SEC-registered investment adviser that offers discretionary investment management, wealth management, and financial planning services to individuals, trusts, businesses, pooled vehicles, and institutional accounts. The firm emphasizes a long-term portfolio approach using low-cost, diversified mutual funds and ETFs, while also employing other investment strategies and third-party managers as appropriate.

Logan Guess is a Series 65-registered advisor with LCM Capital Management Inc. in Chicago, IL, with five years of industry experience. He has worked at LCM Capital Management since 2021 and previously held positions at WestRock and other firms dating back to 2016. LCM Capital Management serves individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporations by providing discretionary portfolio management, pension consulting, and participant education. The firm’s investment approach emphasizes fundamental analysis and sector leadership, primarily investing in S&P 500 and EAFE equities with a focus on long-term holdings, while occasionally using derivatives and borrowing strategies.

Joshua Youel is a financial advisor with SAGE Private Wealth Group, LLC, holding Series 65 and Series 63 designations and bringing 13 years of industry experience. His prior roles include positions at Brighthouse Financial, Motorola Solutions, and LaSalle Investment Management Inc. He joined SAGE Private Wealth Group in 2023 as part of an 11-advisor team. SAGE Private Wealth Group offers wealth-management and financial-planning services to individuals, high-net-worth families, pension and profit-sharing plans, trusts, estates, and business entities. The firm employs a customized investment approach using fundamental, technical, and cyclical analysis, and provides comprehensive family-office services, retirement-plan fiduciary support, and donor-advised fund solutions.

Thomas Janes is a CFA® charterholder with seven years of experience in the financial industry. He has been with Rothschild Investment LLC since 2019 and previously worked as an investment management consultant from 2015 to 2019. The firm provides discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting to individuals, families, trusts, foundations, corporations, and plan sponsors. Rothschild emphasizes working with entrepreneurs and closely held business owners and employs a long-term, individualized investment approach that combines fundamental, technical, quantitative, and qualitative analysis.

Pearlyn Manieri is a financial advisor at Rebellion Asset Management, LLC with 19 years of industry experience. She holds the Series 63 and Series 65 licenses and has worked at Podium Markets Securities, LLC, VYGR Digital Securities, LLC, and Glacial Point Capital LLC. Manieri is also involved in consulting for a new broker-dealer as part of her other business activities. Rebellion Asset Management is a five-advisor firm serving families, high-net-worth individuals, trusts, charitable entities, corporations, and business clients. The firm manages approximately $91.8 million in discretionary assets and employs a combination of quantitative methods, technical analysis, third-party research, and options strategies, including a specialized option overlay program and sub-advisory services.

Colleen Nesslar is a financial advisor at Pendulum Wealth Partners with 13 years of industry experience. She holds Series 66 and Series 63 designations. Her prior roles include positions at Ameriprise, Wealth Enhancement, Raymond James Financial, LPL Financial, Charles Schwab, and FORM Wealth Advisors. Pendulum Wealth Partners is a nine-advisor team managing approximately $283 million for individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm offers discretionary portfolio management, financial planning, and a family office suite, employing a fundamental, long-term investment approach with a variety of investment vehicles tailored to client goals and risk tolerance.

Joseph Savenok is a financial advisor with Harvest Investment Services, LLC and holds a Series 65 designation. He has two years of industry experience and previously worked at firms including Jones Lang LaSalle and T. Rowe Price. He also serves as an Advisor Assistant with Envoy Advisory Inc., an affiliated investment advisory firm. Harvest Investment Services, LLC provides portfolio management, financial planning, and consulting services to a diverse client base including individuals, retirement plans, trusts, and charities. The firm employs a multi-advisor team structure and uses a range of investment strategies including tactical management and various analytical techniques.

Peter Recchia is a financial advisor with 24 years of industry experience, currently serving at 4Wealth Advisors, Inc. in Burr Ridge, IL. He holds Series 63 and Series 65 licenses and has been with 4Wealth Advisors and its affiliated entities since 2012. Outside of advisory work, he is involved as president of 4Wealth CPAS, LLC, an accounting and tax practice. 4Wealth Advisors, Inc. serves individuals, including high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and businesses by providing portfolio management, financial planning, and pension consulting. The firm integrates investment advisory services with affiliated accounting and insurance practices, offering tailored portfolio strategies combined with ongoing monitoring and periodic reviews.

Samantha Dubuque is a financial advisor at Vestor Capital, LLC with 15 years of industry experience. She holds Series 65 and Series 63 licenses and has been with Vestor Capital and its affiliated entity since 2012. Vestor Capital provides investment and wealth management, portfolio management, and financial planning services to individuals, not-for-profit organizations, foundations, and qualified retirement plans. The firm utilizes a centralized Investment Committee that employs fundamental research to implement diversified strategies across multiple asset classes and also offers co-advisory and sub-advised fixed-income programs.

Peggy Hauser is a financial advisor with SAGE Private Wealth Group, LLC, holding a Series 66 designation and bringing 10 years of industry experience. She has worked at SAGE Private Wealth Group since 2015 and previously spent five years with Raymond James Financial Services Advisors Inc. and Raymond James Financial Services. SAGE Private Wealth Group serves individual investors, high-net-worth families, and employer retirement plans with wealth management, financial planning, fiduciary retirement-plan services, donor-advised fund advice, and family office offerings. The firm employs a multi-advisor team approach, using fundamental, technical, and cyclical analysis to construct portfolios tailored to clients’ goals and risk tolerances.

Nicholas Thompson is a financial advisor at Chicago Wealth Management, Inc. with 13 years of industry experience. He holds the Series 65 designation and has been with Chicago Wealth Management since 2007. Chicago Wealth Management, Inc. is an SEC-registered advisory firm operating as a four-advisor team managing approximately $307 million for individuals, non-profits, and institutional clients. The firm uses a tactical investment approach focused on maximizing absolute long-term returns while limiting large portfolio losses, employing a mix of equities, ETFs, mutual funds, fixed income, and selective options strategies with periodic rebalancing informed by proprietary signals.

Janis Sleeter is a CFP® professional with over 31 years of industry experience. She is currently with Ruggaard & Associates and has previous experience at LPL Financial, Cetera Advisor Networks LLC, and Total Clarity Wealth Management, Inc. Outside of financial advising, she holds leadership roles in family farming businesses, including Sleeter Farms Nebraska, Inc. and Sleeter Family Farm Corporation. Ruggaard & Associates is a team-based SEC-registered investment adviser serving individuals, including high-net-worth clients, as well as pension and profit-sharing plans. The firm employs a multi-method investment process and offers a range of strategies tailored to clients’ objectives, with ongoing account monitoring and periodic reporting.

Jason Andryzak is a financial advisor at Unique Wealth Strategies with 18 years of industry experience. He holds the Series 66 designation and previously worked at Private Advisor Group, LLC and LPL Financial, LLC. Unique Wealth Strategies serves individuals, small businesses, trusts, estates, and charitable clients with asset management, financial planning, and retirement plan services. The firm offers asset management through its proprietary wrap program and provides ERISA plan advisory roles, employing a mix of fundamental, technical, quantitative, and modern portfolio theory approaches.

Andrew Nigh is a CFA® charterholder with two years of industry experience. He is currently with Embree Financial Group and has previously worked at Envestnet, Frontier Partners, MSCI, and Northern Trust. Embree Financial Group provides holistic financial planning, discretionary investment management, and retirement plan consulting to individuals and institutions, including high net worth clients and corporations. The firm employs a fiduciary approach using fundamental, technical, and cyclical analysis, investing primarily in no-load mutual funds, ETFs, and individual securities.

Justin Dagostino is a CFP® and holds a Series 66 license, with nine years of experience in the financial services industry. He is currently with Vertex Partners, where he has worked since 2019 in various capacities, including the launch of Vertex Partners as an independent investment advisor firm in 2022. His prior experience includes roles at LPL Financial, TD Ameritrade, Scottrade, Executive Wealth Management, and INVEST Financial Corp. Vertex Partners provides advisory services to individuals, trusts, estates, retirement plans, and charitable and corporate entities. The firm’s investment approach emphasizes asset allocation, diversification, and behavioral finance, using a combination of active and passive model portfolios implemented through various investment vehicles and third-party manager platforms.

George Tkaczuk is a financial advisor at RCM Wealth Advisors in Chicago, IL, with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Know Your Options, LLC since 2011. RCM Wealth Advisors is a multi-advisor SEC-registered firm managing approximately $324 million for around 530 clients. The firm offers portfolio management and financial planning services to individuals, pension and profit-sharing plans, and corporate clients, utilizing a combination of fundamental and cyclical analysis alongside various tactical and options-based strategies.

James Dingle is a financial advisor with Chicago Capital Management Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. His prior roles include positions at American Trust Investment Services Advisory, Inc., American Trust Investment Services, Inc., and Lasalle St. Securities, L.L.C. Outside of his advisory work, he serves as head coach of the Lincoln-Way Hockey team. Chicago Capital Management Advisors is a multi-team registered investment adviser managing approximately $135 million in discretionary assets for over 600 households. The firm offers customized portfolio management and financial planning services across a range of client types, employing a bottoms-up fundamental screening process and integrating varied investment strategies and third-party managers.